Capital Southwest (CSWC) Competitors

$26.20
+0.21 (+0.81%)
(As of 05/17/2024 ET)

CSWC vs. GAIN, PNNT, SCM, PSEC, GBDC, NMFC, PFLT, TPVG, TSLX, and AIV

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include Gladstone Investment (GAIN), PennantPark Investment (PNNT), Stellus Capital Investment (SCM), Prospect Capital (PSEC), Golub Capital BDC (GBDC), New Mountain Finance (NMFC), PennantPark Floating Rate Capital (PFLT), TriplePoint Venture Growth BDC (TPVG), Sixth Street Specialty Lending (TSLX), and Apartment Investment and Management (AIV). These companies are all part of the "finance" sector.

Capital Southwest vs.

Gladstone Investment (NASDAQ:GAIN) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, media sentiment, dividends, earnings, valuation and community ranking.

Gladstone Investment has higher earnings, but lower revenue than Capital Southwest. Gladstone Investment is trading at a lower price-to-earnings ratio than Capital Southwest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gladstone Investment$79.05M6.55$85.31M$2.485.69
Capital Southwest$109.06M10.33$33.09M$2.0512.78

Gladstone Investment has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.19, suggesting that its stock price is 19% more volatile than the S&P 500.

Gladstone Investment has a net margin of 97.71% compared to Gladstone Investment's net margin of 46.81%. Gladstone Investment's return on equity of 16.38% beat Capital Southwest's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment97.71% 7.33% 3.77%
Capital Southwest 46.81%16.38%7.89%

Gladstone Investment currently has a consensus price target of $14.00, indicating a potential downside of 0.85%. Capital Southwest has a consensus price target of $25.50, indicating a potential downside of 2.67%. Given Capital Southwest's higher possible upside, research analysts clearly believe Gladstone Investment is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gladstone Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Capital Southwest
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Capital Southwest had 20 more articles in the media than Gladstone Investment. MarketBeat recorded 22 mentions for Capital Southwest and 2 mentions for Gladstone Investment. Gladstone Investment's average media sentiment score of 0.51 beat Capital Southwest's score of 0.00 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Gladstone Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
6 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

11.9% of Gladstone Investment shares are held by institutional investors. Comparatively, 23.4% of Capital Southwest shares are held by institutional investors. 2.7% of Gladstone Investment shares are held by insiders. Comparatively, 4.8% of Capital Southwest shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.8%. Capital Southwest pays an annual dividend of $2.28 per share and has a dividend yield of 8.7%. Gladstone Investment pays out 38.7% of its earnings in the form of a dividend. Capital Southwest pays out 111.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Investment has increased its dividend for 12 consecutive years and Capital Southwest has increased its dividend for 1 consecutive years.

Gladstone Investment received 127 more outperform votes than Capital Southwest when rated by MarketBeat users. However, 62.02% of users gave Capital Southwest an outperform vote while only 61.47% of users gave Gladstone Investment an outperform vote.

CompanyUnderperformOutperform
Gladstone InvestmentOutperform Votes
367
61.47%
Underperform Votes
230
38.53%
Capital SouthwestOutperform Votes
240
62.02%
Underperform Votes
147
37.98%

Summary

Capital Southwest beats Gladstone Investment on 11 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$1.13B$1.05B$9.68B$7.96B
Dividend Yield8.77%10.27%6.40%3.91%
P/E Ratio12.7810.9346.7615.36
Price / Sales10.3310.113,592.2777.84
Price / Cash13.2813.9028.7931.98
Price / Book1.531.383.294.76
Net Income$33.09M$92.56M$1.01B$217.17M
7 Day Performance-1.91%0.15%1.67%2.90%
1 Month Performance5.73%1.21%5.32%6.57%
1 Year Performance44.83%-2.56%17.55%10.17%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GAIN
Gladstone Investment
1.1794 of 5 stars
$14.34
+0.5%
$14.00
-2.4%
+8.4%$526.14M$87.31M5.78N/A
PNNT
PennantPark Investment
0.9388 of 5 stars
$7.36
+0.7%
$6.94
-5.7%
+32.6%$479.69M$145.37M7.99N/AEx-Dividend
SCM
Stellus Capital Investment
0.5819 of 5 stars
$14.19
-0.4%
$13.63
-4.0%
-4.3%$342.35M$29.55M13.142
PSEC
Prospect Capital
0.8824 of 5 stars
$5.59
+2.2%
$5.75
+2.9%
-11.0%$2.29B$294.74M16.442,019Dividend Announcement
Analyst Forecast
News Coverage
GBDC
Golub Capital BDC
0.9613 of 5 stars
$16.67
+0.1%
$16.40
-1.6%
+24.1%$2.86B$603.09M8.21N/A
NMFC
New Mountain Finance
1.8147 of 5 stars
$12.58
+0.1%
$12.50
-0.6%
+4.4%$1.34B$374.84M11.33N/APositive News
High Trading Volume
PFLT
PennantPark Floating Rate Capital
1.124 of 5 stars
$11.40
+0.5%
$11.75
+3.1%
+3.7%$760.72M$139.34M7.70N/AEx-Dividend
News Coverage
Positive News
TPVG
TriplePoint Venture Growth BDC
0.4396 of 5 stars
$9.29
+1.2%
$9.75
+5.0%
-12.1%$351.63M$137.49M-8.37N/ANews Coverage
TSLX
Sixth Street Specialty Lending
1.7456 of 5 stars
$21.69
+0.6%
$22.67
+4.5%
+19.3%$2.01B$438.09M8.74N/A
AIV
Apartment Investment and Management
0 of 5 stars
$8.17
+0.5%
N/A-0.2%$1.18B$186.99M-6.9261Short Interest ↓

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This page (NASDAQ:CSWC) was last updated on 5/18/2024 by MarketBeat.com Staff

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